FinovateSpring 2010 Video Archives >> FiPath


Website: www.fipath.com
HQ Location:
Atlanta, GA
Company Founded: 2008
Product Being Demoed: FiPath
Product Launched: 2008
Company Metrics: Eight employees




Presenter Profile How they describe themselves: FiPath.com (www.FiPath.com), formerly eRollover.com, was formed in 2008 to fill a void in the availability of retirement planning information to the general public. The online platform provides aggregation and analytical tools that allow people to consolidate or rollover retirement accounts onto one, automated online platform. An Education Center provides easily accessible retirement fund content so members can take control of their retirement, and make educated decisions in managing their retirement funds from RSS feeds, web/podcasts, video’s, and news media accounts. A Financial Advisor Center provides access to thousands of well-informed professional financial advisors with an easy to use database for FiPath Members. FiPath is headquartered in Atlanta, GA.

What they think makes them better: Nobody else is exclusively in the retirement planning space, represented by $250B in new IRA rollover money projected in 2009, more than 64 million individual retirement accounts, and nearly $12T currently held in various retirement accounts. Despite those metrics, 46% of individuals do not have a financial advisor, even though many have at least 2 or 3 retirement accounts. Layoffs are creating demand for retirement education services, and there are over 10 million monthly Google searches for retirement topics.

Key Executives: Tim Harrington (Chairman & CEO), Peter Velardi (President & COO), Corbett Gilliam (Co-Founder and VP Bus. Dev.), Mike Rowan (Co-Founder and VP Media), Lee Morris (CFO), Brian Breneman (CTO), David Andersen (VP Marketing), Sherry Heyl (Community Director)

Investors: Don Shapleigh (EVP and Regional President, Crescent Bank & Trust Co.), David Andersen (Principal, DCA Management Consulting Services), Gary Haberkorn (Director, Investments, Oppenheimer & Co., Inc.)

Board Members: Tim Harrington (Chairman & CEO, FiPath), Corbett Gilliam (Co-Founder and VP Business Development, FiPath), Mike Rowan (Co-Founder and VP Media, FiPath), Don Shapleigh (EVP and Regional President, Crescent Bank & Trust Co.)

Advisory Board Members: Benn Konsynski, (George S. Craft Professor, Emory University), Alan Urech (Managing Partner, Stoney River Capital Partners LLC), David Andersen (Principal, DCA Management Consulting Services)

Key Partnerships: Charles Schwab

Customers: General consumers/Gens X, Y, and Boomers, and financial advisors/professionals

Contacts:
Bus. Dev.: Corbett Gilliam, 678-923-2399, corbett@fipath.com
Sales: Mike Rowan, 404-455-7825, mike@fipath.com
Press: David Andersen, 404-514-0424, david@fipath.com

Video Download To View this Video in a New Window: Left-click on either link below.

To Download: Right-click on the appropriate link below and select "Save Target As..." or "Save Link As..."

HD version of this video

Non-HD smaller version for slower connections

To Embed: Copy and paste the codes below.

Subscribe to Finovate

More Videos from FinovateSpring 2010
Backbase
bill.com
Billeo
Blippy
Bobber
Continuity Control
Controlabill
Cortera
Cross Commerce Media
DebtGoal
Expensify
FiPath
Fiserv
FTRANS
The Garland Group
GoalMine (by Gratio)
Ideon
Jemstep
Kabbage
Liqpay.com
Mint.com
MoneyAisle
MPOWER Mobile
oFlows
Pageonce
Point of Wealth Systems
SafetyPay
Segmint
Silver Tail Systems
SmartCredit.com
TransUnion Interactive
TSYS
UBank
Visa
Wikinvest
WorkLight